2012-03-15T15:27:03-05:00 2011-06-30 WIPFLI LLP 7601 FRANCE AVENUE SOUTH SUITE 400 MINNEAPOLIS MN 55435 990 2010-07-01 396041638 OSHKOSH AREA COMMUNITY FOUNDATION OSHK 9204263993 230 OHIO STREET NO 100 OSHKOSH WI 54902 EILEEN CONNOLLY-KEESLER 9204263993 2012-03-14 1 RICHARD RUVELSON 9525483400 2012-03-14 2010 2016-02-24 21:20:13Z EILEEN CONNOLLY-KEESLER 230 OHIO STREET NO 100 OSHKOSH WI 54902 32087076 0 X WWW.OSHKOSHAREACF.ORG X 1928 WI TO ADDRESS AND ANTICIPATE COMMUNITY NEEDS BY PROVIDING LEADERSHIP AND COORDINATION THROUGH GRANTMAKING AND FUND DEVELOPMENT. 14 14 8 140 0 0 4966862 5197581 0 0 1942344 1770034 65686 12087 6974892 6979702 2971308 2984653 0 0 410364 464710 0 0 189965 1592035 612908 4973707 4062271 2001185 2917431 63886224 77250241 17247026 26758262 46639198 50491979 TO ADDRESS COMMUNITY NEEDS BY PROVIDING LEADERSHIP THROUGH GRANTMAKING AND FUND DEVELOPMENT. 0 0 3480004 2977038 THE ORGANIZATION DISTRIBUTES GRANTS TO RESIDENTS OR INSTITUTIONS WITHIN THE OSHKOSH AREA & ASSISTS IN THE DEVELOPMENT OF PROGRAMS FOR THE BENEFIT OF THE OSHKOSH AREA AND ITS RESIDENTS. THERE WERE OVER 1,173 GRANTS DISTRIBUTED TO VARIOUS ORGANIZATIONS DURING THE YEAR. 3480004 1 1 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 15 0 8 1 0 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X EILEEN CONNOLLY-KEESLER 9204263993 230 OHIO STREET SUITE 100 OSHKOSH WI 54902 MARCY COGLIANESE 1.00 X X 0 0 0 BETH WYMAN 1.00 X X 0 0 0 SAM SUNDET 1.00 X X 0 0 0 PATRICK SEUBERT 1.00 X X 0 0 0 NANCY ALBRIGHT 1.00 X 0 0 0 JOHN BERMINGHAM 1.00 X 0 0 0 MIKE CASTLE 1.00 X 0 0 0 DAVE ELBING 1.00 X 0 0 0 TOM HARENBURG 1.00 X 0 0 0 JASON HIRSCHBERG 1.00 X 0 0 0 MARK LASKY 1.00 X 0 0 0 PETER LANG 1.00 X 0 0 0 CATHERINE LUTHER 1.00 X 0 0 0 STEVEN SORENSON 1.00 X 0 0 0 EILEEN CONNOLLY-KEESLER 40.00 X 0 106042 33284 0 106042 33284 0 0 0 0 0 803833 4393748 1392557 5197581 1037946 1037946 25839462 25107374 732088 732088 732088 ADMINISTRATIVE FEES 900099 12087 12087 12087 6979702 0 0 1782121 2977038 2977038 7615 7615 148675 82069 32262 34344 259783 143400 56373 60010 28291 15617 6139 6535 27961 15435 6067 6459 24528 17425 7103 221865 221865 8205 644 7561 48012 26502 10419 11091 23321 12873 5061 5387 37997 20975 8245 8777 42171 23278 9151 9742 3299 1821 716 762 9041 4991 1962 2088 17384 17384 27224 15027 5908 6289 8888 4906 1929 2053 PASS-THROUGH PROJECT EX 49026 49026 MISCELLANEOUS 44413 17740 8787 17886 PUBLICATION 28709 15847 6230 6632 MEMBERSHIP DUES 18825 10391 4085 4349 4062271 3480004 392302 189965 283007 356120 1282004 2040411 18820 13635 9000 4732 5456 866403 140606 746517 725797 49275755 59504355 10495032 13483589 959465 956591 820892 155287 63886224 77250241 78911 101824 803667 1065458 442698 428456 15921750 25162524 17247026 26758262 X 46155445 49993730 483753 498249 46639198 50491979 63886224 77250241 X 2917431 935350 X X 0 1 1 X 0 X 6479914 6083112 5520262 4966862 5197581 28247731 6479914 6083112 5520262 4966862 5197581 28247731 2343204 25904527 1255854 1445884 1106772 1154358 1037946 6000814 456248 366110 59066 65686 12087 959197 35207742 599173 0.73580 0.73330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ADMINISTRATIVE FEES PROGRAM REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 13215667 1087236 2545207 635859 328406 15883845 10805769 1710819 1232138 254985 278074 13215667 11699051 1292613 -1812918 210997 161980 10805769 1.00000 0 0 137000 137000 625393 52510 572883 104010 88096 15914 725797 ALTERNATIVE INVESTMENTS 9595664 F MONEY MARKET FUNDS 3798191 F CERTIFICATES OF DEPOSIT 89734 F 13483589 DUE TO SPECIFIED BENEFICIARIES 25162524 25162524 6979702 4062271 2917431 6166721 -4556722 -674649 935350 3852781 13217104 6166721 70681 6237402 6979702 0 6979702 4388271 326000 326000 4062271 0 4062271 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDWOMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. A DONOR AGREEMENT IS MAINTAINED FOR EACH INDIVIDUAL ENDOWMENT FUND THAT SPECIFIES THE PURPOSE OF THE FUND AND THE DURATION OF THE RESTRICTION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). IN ADDITION, THE ORGANIZATIONS QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS OTHER THAN PRIVATE FOUNDATIONS UNDER SECTION 509(A)(2) OF THE CODE. THE ORGANIZATIONS ARE ALSO EXEMPT FROM STATE INCOME TAXES ON RELATED INCOME. THE ORGANIZATIONS ARE REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATIONS HAVE DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL INCOME TAX RETURNS FOR THE TAX YEARS ENDED 2007 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 19,681. CAPITAL CONTRIBUTION TO RELATED ENTITY -694,330. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 19,681. REVENUE FROM CONSOLIDATED ORGANIZATION 51,000. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE FROM CONSOLIDATED ORGANIZATION 326,000. SCHEDULE D, PART XI, LINE 7 PRIOR PERIOD ADJUSTMENT: THE CONSOLIDATED FINANCIAL STATEMENTS AS OF AND FOR THE YEAR ENDED JUNE 30, 2010, HAVE BEEN RESTATED TO CORRECT AN ERROR THAT WAS DETECTED DURING THE AUDIT FOR THE YEAR ENDED JUNE 30, 2011. DURING A PREVIOUS FISCAL YEAR, THE ORGANIZATIONS CLASSIFIED MULTIPLE FUNDS AS UNRESTRICTED DONOR-DESIGNATED FUNDS WHEN THE AGREEMENTS STIPULATED THAT THE FUNDS BE SET UP AS AGENCY FUNDS AS THE DONORS SPECIFIED THEMSELVES OR THEIR AFFILIATES AS BENEFICIARIES. THIS RESULTED IN AN OVERSTATEMENT OF NET ASSETS AS OF JUNE 30, 2009, AND OVERSTATEMENT OF CERTAIN REVENUE AND EXPENDITURES AS OF JUNE 30, 2010, AND AN UNDERSTATEMENT OF DUE TO SPECIFIED BENEFICIARIES - AGENCY FUNDS AS OF JUNE 30, 2010. 1 ACES XAVIER EDUCATIONAL SYSTEM 101 E NORTHLAND AVENUE APPLETON WI 54911 930847512 501(C)(3) 5000 LEGO LEAGUE FROM SCHNEIDER ELECTRIC/SQUARE D FOUNDATION ADVOCAP INC 19 W FIRST STREET PO BOX 1108 FOND DU LAC WI 549361108 391053365 501(C)(3) 5000 BARRIERS TO SELF SUFFICIENCY, PROJECT POWER AND WINNEBAGO COUNTY NUTRITION PROGRAM AMERICAN CANCER SOCIETY 3311 SOUTH PACKERLAND DRIVE DE PERE WI 54115 131788491 501(C)(3) 5500 RELAY FOR LIFE, DAFFODIL DAYS AMERICAN RED CROSS OF EAST CENTRAL WISCONSIN 515 S WASHBURN STREET STE 201 OSHKOSH WI 549047996 530196605 501(C)(3) 35832 BRIDGES EMERGENCY ASSISTANCE PROGRAM, DISASTER PROGRAM, ARMED SERVICES EMERGENCY PROGRAM, RETIRE FUND, AND ANNUAL DISTRIBUTION ARC-WINNEBAGO COUNTY DISABILITY ASSOCIATION 115 WASHINGTON AVENUE SUITE A OSHKOSH WI 549014970 396077445 501(C)(3) 39025 PEER POWER, STRATEGIC PLANNING, ADVOCACY/CRISIS PREVENTION, ANNUAL DISTRIBUTION, INTENSIVE SYSTEMS AND INDIVIDUAL ADVOCACY, AND GENERAL OPERATING AUTISM SOCIETY OF AMERICA 7910 WOODMONT AVENUE STE 300 BETHESDA MD 20814 521020149 501(C)(3) 5000 CHALLENGE GRANT, SUMMER APPEAL, DISTRIBUTION AUTISM SOCIETY OF WISCONSIN PO BOX 165 TWO RIVERS WI 54241 391353925 501(C)(3) 7100 SELF-ADVOCACY STRAND 2011 ASW ANNUAL CONFERENCE BEST FRIENDS OF NEENAH MENASHA 181E NORTH WATER STREET 225 NEENAH WI 54956 391260017 501(C)(3) 8372 MYSTEPS PROGRAM, COMMUNITY-BASED MENTORING, AFTER-SCHOOL MENTORING, AND HIGHER EDUCATION INITIATIVE BIRCH CREEK MUSIC PERFORMANCE CENTER INC 3821 COUNTY E PO BOX 230 EGG HARBOR WI 54209 363032002 501(C)(3) 10000 ANNUAL DISTRIBUTION BOYS & GIRLS CLUB OF THE TRI COUNTY AREA 344 BROADWAY STREET BERLIN WI 54923 396120658 501(C)(3) 20500 BASIC NEEDS FOR CLUB KIDS, ANNUAL DISTRIBUTION BOYS AND GIRLS CLUB OF OSHKOSH INC PO BOX 411 OSHKOSH WI 549030411 396120658 501(C)(3) 111606 ANNUAL AND QUARTERLY DISTRIBUTIONS, INTEREST DISTRIBUTION, "EMBRACE THE MAGIC" KEYSTONE CONFERENCE, KIDS WITH WET HAIR PROGRAM, TRANSPORTATION FOR CLUB KIDS, TUITION, BOOKS AND INTERIM CLASS REIMBURSEMENT, NURSING PROGRAM EQUIPMENT, ONE CAMPAIGN, KIDS TO CAMP, CLUB MOM PROGRAM, KIDS SAFE, SUMMER ARTS PROGRAM, AFTER SCHOOL PROGRAM, SPONSER A KID PROGRAM, POSITIVE ALTERNATIVES TO GANG ENGAGEMENT, ROOF REPAIR, GIRL POWER & GIRLS FIT RIGHT/SMART MOVES BUSINESS SUCCESS CENTER UNIVERSITY OF WISCONSIN OSHKOSH 549 HIGH AVENUE OSHKOSH WI 54901 391805963 501(C)(3) 7000 VITAL SIGNS PROJECT CAP SERVICES INC 17 PARK PLACE SUITE 950 APPLETON WI 54915 391080897 501(C)(3) 55500 SKILLS ENHANCEMENT PROGRAM, POVERTY SIMULATION CAPUCHIN MISSION ASSOCIATION 1820 MT ELLIOT STREET DETROIT MI 48207 530196817 501(C)(3) 6310 FATHER WALLY PROJECT CATHOLIC RELIEF SERVICES PO BOX 17145 BALTIMORE MD 21297 135563422 501(C)(3) 16000 DISTRIBUTION CENTRAL WISCONSIN COMMUNITY ACTION COUNCIL 1000 HWY 13 PO BOX 430 WISCONSIN DELLS WI 53965 391051779 501(C)(3) 12048 WAUSHARA FOOD PANTRY CEREBRAL PALSY OF MIDEAST WISCONSIN INC 36 BROAD STREET 120 OSHKOSH WI 549031241 396026845 501(C)(3) 9333 OUT OF HOME RESPITE AND AFTER SCHOOL PROGRAM, UNSUNG HERO'S AWARD, RESIDENTIAL CAMP SANDY WHEELS, DISTRIBUTION CHRISTINE ANN DOMESTIC ABUSE SERVICES INC PO BOX 99 NEENAH WI 549560099 391441770 501(C)(3) 143612 ANNUAL DISTRIBUTION, CHILDREN AND TEEN PROGRAMS, CRISIS ADVOCACY SERVICES, DOMESTIC VIOLENCE, DENTAL PROGRAM, CAMPERSHIPS FOR YOUTH AFFECTED BY DOMESTIC ABUSE, EMERGENCY SHELTER & ADVOCACY SERVICES, GREEN LAKE COUNTY RURAL OUTREACH PROGRAM, TO ASSIST IN REMOVING BARRIERS FOR WOMEN & CHILDREN, HAPPY HEART HAPPY HOME 2011 CALENDAR, SAFE LOCKS PROJECT, CRISIS ADVOCACY SERVICES, CHILDREN AND TEEN PROGRAM, "CHOICES AND CONSEQUENCES", YOUTH ADVOCACY FOR TEEN BOYS PILOT PROJECT, RACE FOR THE LIGHTS TEAM, AND POWER OF 10 - DENTAL ASSISTANCE PROGRAM CLARITY CARE INC 424 WASHINGTON AVE OSHKOSH WI 549015044 391569283 501(C)(3) 33500 HELP AT HOME PROGRAM COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE STREET PO BOX 563 APPLETON WI 549120563 391548450 501(C)(3) 5913 OSHKOSH BACKPACKS FOR KIDS SUPPLIES EMMANUEL UNITED CHURCH OF CHRIST 1306 MICHIGAN STREET OSHKOSH WI 54902 396082557 501(C)(3) 5000 STOCK THE SHELVES CAMPAIGN FAMILY SERVICES OF NORTHEAST WISCONSIN PO BOX 22308 GREEN BAY WI 543052308 390827320 501(C)(3) 5875 DISTRIBUTION, WINNEBAGO COUNTY DAY REPORT CENTER, PARENT CONNECTION, POWER OF 10- DADS AS EVERYDAY HEROS PROGRAM FATHER CARR'S PLACE 2B LTD 1965 OSHKOSH AVENUE OSHKOSH WI 549022600 391334342 501(C)(3) 10000 STOCK THE SHELVES CAMPAIGN FINANCIAL INFORMATION & SERVICE CENTER INC 1800 APPLETON ROAD MENASHA WI 54952 391496649 501(C)(3) 7000 FISC FINANCIAL LITERACY OUTREACH FOR OSHKOSH FOND DU LAC AREA FOUNDATION 384 N MAIN STREET 4 FOND DU LAC WI 54935 510181570 501(C)(3) 17226 CHILD CARE PROVIDER TRAINING FUND FOX VALLEY TECHNICAL COLLEGE FOUNDATION 1825 N BLUEMOUND DRIVE PO BOX 2277 APPLETON WI 549122277 391264389 501(C)(3) 114725 RIVERSIDE ALTERNATIVE EDUCATION PROGRAM FOR CAREER KICKSTART, 2010/2011 LOW INCOME, DISLOCATED WORKER SCHOLARSHIP, WOMEN AND MEN'S EDUCATION BUREAU: STARTING POINT PROJECT, COLLEGE AT-RISK STUDENT PROGRAM FOR NEED OSHKOSH STUDENTS, AND SCHOLARSHIP FOX-WISCONSIN HERITAGE PARKWAY PO BOX 204 KIMBERLY WI 54136 270909700 501(C)(3) 20000 HERITAGE PARKWAY INTERPRETATION GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC 4693 N LYNNDALE DRIVE APPLETON WI 549139614 390816897 501(C)(3) 22650 PROGRAM AIDE TRAINING, SUMMER CAMP ADVENTURES, GIRL SCOUT LEADERSHIP EXPERIENCE, TEEN LEADERSHIP OPPORTUNITIES GREEN LAKE AREA CHAMBER OF COMMERCE 550 MILL STREET PO BOX 337 GREEN LAKE WI 549410337 391167951 501(C)(6) 11939 FOURTH OF JULY CELEBRATION, UW BAND-FAMILY PICNIC NIGHT GREEN LAKE FESTIVAL OF MUSIC PO BOX 569 GREEN LAKE WI 549410569 391336204 501(C)(3) 7000 SUMMER CONCERTS AND DISTRIBUTION HABITAT FOR HUMANITY OF OSHKOSH INC 1640 S KOELLER STREET PO BOX 2692 OSHKOSH WI 549032692 391657039 501(C)(3) 25000 CHALLENGE GRANT HEART OF WISCONSIN UNITED WAY 205 E MAIN STREET WAUTOMA WI 54982 391970883 501(C)(3) 5000 ANNUAL DISTRIBUTION HIS CHURCH 2704 JACKSON STREET OSHKOSH WI 54901 391614644 501(C)(3) 5000 STOCK THE SHELVES CAMPAIGN JASPER PICKETT FOUNDATION INC PO BOX 336 PICKETT WI 549640336 391248134 501(C)(3) 11640 DISTRIBUTION AND ROOFING PROJECT JAZZ CORNER SOCIETY 3415 COMMERCE COURT APPLETON WI 54911 391909647 501(C)(3) 5000 FOX JAZZ FEST JUNIOR ACHIEVEMENT OF WISCONSIN INC - FOX CITIES & OSHKOSH 300 N APPLETON ST APPLETON WI 54911 390826295 501(C)(3) 23500 OSHKOSH JUNIOR ACHIEVEMENT PROGRAM, EXCELLENCE THROUGH ETHICS, DISTRIBUTION LIVING HEALTHY COMMUNITY CLINIC CO UW OSHKOSH COLLEGE OF NURSING 510 DOCTORS COURT OSHKOSH WI 549015044 391805963 501(C)(3) 25000 LIVING HEALTHY COMMUNITY CLINIC PROGRAM LORD HIGHLANDS NON-DENOMINATIONAL CHURCH 4017 LEONARD ROAD OSHKOSH WI 54904 391756260 501(C)(3) 5000 STOCK THE SHELVES CAMPAIGN LUTHERAN HOMES OF OSHKOSH INC 225 N EAGLE STREET OSHKOSH WI 549024125 391032234 501(C)(3) 5000 IT'S NOT TOO LATE SYSTEM MERCY HEALTH FOUNDATION 500 S OAKWOOD ROAD PO BOX 3370 OSHKOSH WI 549033370 237140261 501(C)(3) 65000 LIVING HEALTH CLINIC, PHYLLIS LEACH BREAST CANCER CENTER, EMERGENCY FUND, FITNESS FOR PHYSICALLY CHALLENGED PROGRAM, PARTNERS FOR HEALTH CAMPAIGN NAMI OF THE FOX VALLEY 516 W SIXTH STREET APPLETON WI 54911 391545497 501(C)(3) 19500 ANNUAL DISTRIBUTION NATIONAL ALLIANCE MENTAL ILL OF OSHKOSH PO BOX 3303 OSHKOSH WI 549033303 391319759 501(C)(3) 10000 ANNUAL DISTRIBUTION NAMI 3803 FAIRFAX DRIVE 100 ARLINGTON VA 222035660 431201653 501(C)(3) 15000 ANNUAL DISTRIBUTION NEIGHBORHOOD HOUSING SERVICES OF SOUTHEAST WI 1700 MEAD STREET RACINE WI 53403 391416746 501(C)(3) 25100 NEIGHBORWORKS OSHKOSH PROJECT NOVA COUNSELING SERVICES 3240 JACKSON STREET OSHKOSH WI 549048456 391172266 501(C)(3) 20000 VOLUNTEER PROGRAM AND CLIENT ASSISTANCE FUND OAKWOOD ELEMENTARY SCHOOL 1225 N OAKWOOD ROAD OSHKOSH WI 549048456 391414354 501(C)(3) 9524 DISTRIBUTION, PLAYGROUND EQUIPMENT, READING RESOURCE OCEAN REEF MEDICAL FOUNDATION 30 OCEAN REEF DRIVE KEY LARGO FL 33037 650443146 501(C)(3) 5000 ANNUAL DISTRIBUTION OMRO COMMUNITY FOOD PANTRY 310 N WEBSTER OMRO WI 54963 800517436 501(C)(3) 5000 STOCK THE SHELVES CAMPAIGN OSHKOSH AREA COMMUNITY PANTRY 2551 JACKSON STREET OSHKOSH WI 549015044 263714702 501(C)(3) 79218 STOCK THE SHELVES CAMPAIGN, ANNUAL DISTRIBUTION, BREAD FOR TOMORROW, OSHKOSH COMMUNITY FOOD PROGRAM, CANSTRUCTION EVENT, FEMININE HYGIENE PROJECTS OSHKOSH AREA HUMANE SOCIETY INC 1925 SHELTER COURT OSHKOSH WI 549012091 391709813 501(C)(3) 25400 ANNUAL DISTRIBUTION, OTHER DISTRIBUTIONS, BEST BUDDY PROGRAM, PETS FOR SENIORS PROGRAM OSHKOSH AREA SCHOOL DISTRICT 215 S EAGLE STREET PO BOX 3048 OSHKOSH WI 549033048 391414354 115 28182 GET A JOB! IMPROVING EMPLOYABILITY THROUGH TECHNOLOGY, GREEN MACHINE: EXPLORING THE BENEFITS OF UW-OSHKOSH'S BIODIGESTER, SMART BOARDS IN THE CLASSROOM, BIOTECHNOLOGY IN THE CLASSROOM, SPARTAN NETWORK CLUB: EVERYONE GETS THE CHANCE TO BLOOM, PUMP UP THE VOLUME: FACILITATING VOLUME READING, LIGHTS, CAMERA --- REFLECTION, "SILENT SUSTAINED READING IN COMFORT", MEANINGFUL MANIPULATIVES: BUILDING VOCABULARY FOR GREATER COMPREHENSION, TEAM (TECHNOLOGY ENRICHES ADOLESCENTS UNDERSTANDING OF MATHEMATICS), RUDOY AWARDS, DISTRIBUTION, PARTNERS IN LITERACY PROGRAM OSHKOSH AREA UNITED WAY 36 BROAD STREET 100 OSHKOSH WI 549012091 391017908 501(C)(3) 128450 LIFE STUDY BREAKFAST MEETING TO REPORT ON FINDINGS, BUILDING IMPROVEMENTS TO THE HOOPER COMMUNITY CENTER, 2010 ANNUAL CAMPAIGN, MONEY SMART WEEK PROGRAM, DISTRIBUTIONS AND CONTRIBUTIONS OSHKOSH COMMUNITY YMCA 324 WASHINGTON AVENUE OSHKOSH WI 549015042 390878909 501(C)(3) 40225 STRONG KIDS PROGRAM, SUMMER FUN CLUB, POWER OF 10 SINGLE MOMS/STRONG MOMS COLLABORATION, LEGACY FUND CAMPAIGN, STRONG MOM'S, TEEN ADVENTURE PROGRAM, ANNUAL DISTRIBUTION OSHKOSH NORTHWESTERN 224 STATE STREET OSHKOSH WI 54901 10613 PARTNERS IN LITERACY PROGRAM OSHKOSH OPERA HOUSE FOUNDATION 222 PEARL AVENUE PO BOX 1004 OSHKOSH WI 549031004 391569883 501(C)(3) 64921 STAND WITH THE GRAND 2011, ANNUAL SUPPORT FOR THE PRODUCER'S CIRCLEHEARING LOOP-TURN KEY INSTALLATION, DISTRIBUTION FOR DISCOVERY SERIES - EVENING OF STARS MENTOR AWARD - CAROLYN BLASSINGAME, GRAND LOUNGE PROJECT, THE GRAND GOES GOTHIC, ANNUAL DISTRIBUTION OSHKOSH PUBLIC LIBRARY 106 WASHINGTON AVENUE OSHKOSH WI 549030785 396005563 115 9321 LARGE PRINT AND BOOKS ON CD FOR THE HOME DELIVERY SERVICE, FOURTH GRADE BOOK PROJECT, ANNUAL DISTRIBUTION OSHKOSH PUBLIC MUSEUM 1331 ALGOMA BOULEVARD OSHKOSH WI 549012799 396005563 115 12150 CONSERVATION OF A CIVIL WAR FLAG, FOR THE OSHKOSH MUSEUM EXHIBITION FUND, ANNUAL STORAGE FEE FOR HIWELA ARTIFACTS, BLING EXHIBIT, ANNUAL DISTRIBUTION OSHKOSH SENIORS CENTER 200 N CAMPBELL ROAD OSHKOSH WI 549023430 391460106 501(C)(3) 10650 ANNUAL DISTRIBUTION, EQUIPMENT FOR FITNESS CENTER OSHKOSH SYMPHONY ORCHESTRA INC 222 PEARL AVENUE PO BOX 522 OSHKOSH WI 549030522 396059075 501(C)(3) 42150 SEPTEMBER 11TH TRIBUTE CONCERT,SUPPORT FOR THE 2010 - 2011 SEASON, AND DISTRIBUTIONS OSHKOSH CITY OF 215 CHURCH STREET PO BOX 1130 OSHKOSH WI 549031130 396005563 115 222166 TAKING ROOT PROJECT, IP CAMERAS, SPONSORSHIP OF A BENCH FOR STEIGER PARK, LOW INCOME PROGRAM FOR SEASON PASSES, LEACH AMPHITHEATER IMPROVEMENTS, ZOO OPERATIONS FOR 2010 AND REVENUE FACILITIES MANAGER SALARY FOR 2010, DOWNTOWN BEAUTIFICATION PROJECT PARK VIEW HEALTH CENTER 725 BUTLER AVENUE OSHKOSH WI 549018149 396005760 501(C)(3) 6915 "VITAL SIGN UNIT AND STAND PROJECT", 4 AP RISER ADJUSTABLE-HEIGHT LOW BEDS PEACE LUTHERAN CHURCH 240 W 9TH AVENUE OSHKOSH WI 54902 390813422 501(C)(3) 6500 TREASURE CHEST OF MUSIC, GENERAL FUND RAWHIDE E7475 RAWHIDE ROAD NEW LONDON WI 549619052 391052471 501(C)(3) 5840 ADVENTURE CAMP, FOX CITIES YOUTH AND FAMILY COUNSELING INITIATIVE REACH COUNSELING SERVICES 1370 S COMMERCIAL STREET NEENAH WI 54956 391292277 501(C)(3) 30900 SEXUAL ABUSE TREATMENT PROGRAM, WINNEBAGO COUNTY PREVENTION EDUCATION PROGRAM, UWO SEXUAL ASSAULT THERAPY GROUP RELEVANT RADIO PO BOX 10707 GREEN BAY WI 543070707 392003067 501(C)(3) 25000 2011 DAY SPONSORSHIP SALVATION ARMY-OSHKOSH 417 ALGOMA BOULEVARD OSHKOSH WI 54901 362167910 501(C)(3) 11300 STOCK THE SHELVES CAMPAIGN, ANNUAL DISTRIBUTION SECOND HARVEST FOOD ANK OF THE FOX VALLEY INC 1436 PROGRESS LANE OMRO WI 54963 393296882 501(C)(3) 10000 STOCK THE SHELVES CAMPAIGN ST JUDE APOSTLE PARISH 216 W SOUTH PARK AVENUE OSHKOSH WI 54902 390806353 501(C)(3) 5000 STOCK THE SHELVES CAMPAIGN THE PAINE ART CENTER AND GARDENS 1410 ALGOMA BOULEVARD OSHKOSH WI 549012719 390785483 501(C)(3) 28845 PRESIDENT'S CIRCLE SUPPORT, ACTIVITIES FOR THE NATURE EXPLORATION STATION, DIRECTOR'S CIRCLE SUPPORT, GARDEN KALEIDOSCOPE, NORMAN ROCKWELL EXHIBITION, ANNUAL DISTRIBUTION THRASHER OPERA HOUSE CORPORATION 510 MILL STREET PO BOX 4 GREEN LAKE WI 549410004 391915602 501(C)(3) 5550 THRASHER CENTENNIAL FINALE, MISSOULA CHILDREN'S THEATRE RESIDENCIES TRI-COUNTY COMMUNITY DENTAL CLINIC INC 9 TRI-PARK WAY APPLETON WI 549141661 470862462 501(C)(3) 45000 FOCUS ON THE CHILDREN TRINITY EPISCOPAL CHURCH 311 DIVISION STREET OSHKOSH WI 54901 390808451 501(C)(3) 16432 NEW AND UPGRADED SOUND SYSTEM UNIFIED CATHOLIC SCHOOLS OF OSHKOSH 110 N SAWYER STREET OSHKOSH WI 54902 391358583 501(C)(3) 77750 DEVELOPING FEMALE LEADERS THROUGH MUSIC, ANNUAL DISTRIBUTION UNITED WAY FOX CITIES INC 1455 MIDWAY ROAD MENASHA WI 54952 390912895 501(C)(3) 5000 POWER OF 10 WORK GROUP 211 PROGRAM UNITED WAY OF PORTAGE COUNTY 1100 CENTER POINT DR STE 302 STEVENS POINT WI 54481 390831152 501(C)(3) 5000 ANNUAL CONTRIBUTION TO SUPPORT MARQUETTE COUNTY UNIVERSITY OF WISCONSIN OSHKOSH 515 EAST PARKWAY OSHKOSH WI 549013551 396076856 501(C)(3) 7500 2011 MEALS, MOVEMENT & MORE PROGRAM, TAKE 5 UW OSHKOSH FOUNDATION INC 842 ALGOMA BOULEVARD OSHKOSH WI 549013551 396076856 501(C)(3) 11650 COLLEGE OF BUSINESS ALUMNI ASSOCIATION ROOM #5558, LINDA KNAPP MCCREERY SCHOLARSHIP FUND, STUDENT MULTIMEDIA PROJECT FUND, SPRING 2011 SCHOLARSHIP, AMERICAN DEMOCRACY PROJECT - CIVIC ENGAGEMENT AWARD UW-GREEN BAY FINANCIAL AID OFFICE FINANCIAL AID OFFICE 2420 NICOLET DRIVE GREEN BAY WI 54311 391805963 115 35568 LIFE STUDIES OSHKOSH PROJECT WATERFEST PO BOX 2406 OSHKOSH WI 549032406 391763649 501(C)(3) 65100 2011 PROGRAM SUPPORT, DISTRIBUTION WINNEBAGO CONFLICT RESOLUTION CENTER 415 JACKSON STREET OSHKOSH WI 54901 391677314 501(C)(3) 6100 MEDIATION SERVICES FOR LOW-MODERATE INCOME CITY OF OSHKOSH RESIDENCE WINNEBAGO COUNTY LITERACY COUNCIL 106 WASHINGTON AVENUE OSHKOSH WI 549014985 391679291 501(C)(3) 15000 ONE TO ONE ADULT TUTORING, COLLABORATION COMMUNITY LEARNING PROGRAMS, ADULT AND FAMILY LITERACY TUTORING PROGRAM, TUTORING FOR 1 ADULT FOR A YEAR WINNECONNE AREA ASSISTANCE CENTER INC 223 S 3RD STREET WINNECONNE WI 54986 392016888 501(C)(3) 5000 STOCK THE SHELVES CAMPAIGN WINNECONNE COMMUNITY SCHOOL DISTRICT 233 S THIRD AVENUE PO BOX 5000 WINNECONNE WI 549865000 396005270 115 15578 TEACHER RESOURCE GRANT FOR APPLE IPOD LEARNING LAB, CLASSROOM RESOURCE TEACHING GRANTS, UPGRADING THE SOUND SYSTEM FOR WINNECONNE H.S. WINR INC 808 N MAIN STREET PO BOX 144 OSHKOSH WI 549030144 391923713 501(C)(3) 17050 BACK TO SCHOOL FAIR, WINR LOAN PROGRAM, DONATED WHEELS PROGRAM, DISTRIBUTION ZION LUTHERAN CHURCH 714 DIVISION STREET OSHKOSH WI 54901 390846426 501(C)(3) 5000 STOCK THE SHELVES CAMPAIGN OSHKOSH AREA RECREATION DEPARTMENT 425 DIVISION STREET OSHKOSH WI 54901 396005563 115 16298 UPGRADES AND IMPROVEMENTS TO POLLOCK POOL 76 10 SCHOLARSHIPS/GRANTS 13 7615 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: IN MONITORING GRANTS, THE PROGRAM OFFICER REQUESTS A FINAL REPORT FOR ALL UNRESTRICTED AND FIELD OF INTEREST GRANTS AT THE END OF THEIR GRANT PERIOD. X 14 1392557 FAIR MARKET VALUE 1 0 1 1 THIRD PARTY USE: PART I, LINE 32B: OUR ORGANIZATION HAS BROKERS TO SELL STOCK WHEN WE RECEIVE THE ACTUAL STOCK CERTIFICATES. WE USE A REALTOR TO SELL LAND THAT WE RECEIVE. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE REVIEWS FORM 990 AND THEN THE FORM 990 GOES BEFORE THE FULL BOARD TO BE REVIEWED AND APPROVED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST FORM IS COMPLETED ANNUALLY AND KEPT ON FILE. DURING BOARD MEETINGS, BOARD MEMBERS WHO HAVE A RELATIONSHIP WITH AN ISSUE BEING REVIEWED DO NOT VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES NATIONAL DATA FROM THE NATIONAL COUNCIL ON FOUNDATIONS AS WELL AS LOCAL DATA FROM THE OSHKOSH CHAMBER OF COMMERCE SURVEYS TO DETERMINE COMPENSATION FOR TOP MANAGEMENT OFFICIALS AND OTHER OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS COPIES IN THE OFFICE FOR INSPECTION. THE ORGANIZATION WILL SEND A COPY TO AN INDIVIDUAL UPON REQUEST. THE ORGANIZATION ALSO HAS SOME DOCUMENTS AVAILABLE ON THE ORGANIZATION'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 6,166,721. PRIOR PERIOD ADJUSTMENTS: -4,556,722. CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 19,681. CAPITAL CONTRIBUTION TO RELATED ENTITY -694,330. TOTAL TO FORM 990, PART XI, LINE 5: 935,350. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION 230 OHIO STREET SUITE 100 OSHKOSH WI 54902 392034571 SERVE THE NEEDS OF THE OSHKOSH AREA AND ITS RESIDENTS WI 501(C)(3) 170(B)(1)(A)(VI) N/A 0 OSHKOSH AREA COMMUNITY PROPERTY CORPORATION 230 OHIO STREET SUITE 100 OSHKOSH WI 54902 272441813 CONTRIBUTED PROPERTY MANAGEMENT WI 501(C)(3) LINE 11A, I N/A 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION L 221864 FMV OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION Q 732088 FMV OSHKOSH AREA COMMUNITY PROPERTY CORPORATION B 694330 FMV OSHKOSH AREA COMMUNITY PROPERTY CORPORATION C 271255 FMV